New website look coming soon!Read More
Ellen in the News
Outlook for 2016 - 8 minutes well spent
Why the Woodstork Logo?
        7344 SW 48 Street, Suite 301
        Miami, FL 33155
        (305) 665-2130 (office)
        (305) 665-3504 (fax)
        Info@siegelplanners.com

Sign up for our e-newsletter
New Clients: what to bring
New Clients: what to bring
Who is LPL?

Web Support by: Artege.com, Inc.

Welcome!
Planning Better Tomorrows

Faced with countless decisions and responsibilities every day, how do you keep your dreams and your financial security in the foreground? Whether you are planning for retirement, looking to grow your business or wishing to increase the value of your assets, our financial expertise can help you pursue your goals.

At Ellen R. Siegel & Associates, we take a holistic approach by understanding your life and where you would like to go. We focus on what you value most in life - family, friends, and happiness.

We ask the best questions to identify what is most important to you. Take the anxiety out of financial planning... we work with compassion with our approach, insight, and expertise. We take time to get to know you and understand your dreams.

Our goal is to take the anxiety out of financial planning.



Questions | Home | Our Clients | Our Services | Your Advantage | Your Team | FAQ
Weekly Market Commentary | Who is LPL? | Links | Contact Us

Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through LWM Advisory Services, LLC, a registered investment advisor. Ellen R. Siegel & Associates, Legacy Wealth Management and LWM Advisory Services, LLC are separate entities from LPL Financial.
© 2016 Ellen R. Siegel & Associates

Soon I’ll be swapping out the green Woodstork banner on my website for the more elegant and formal Legacy Wealth Management banner; be assured it’s a brand change and I’m still the same outdoorsy woman you know and love!